AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.66B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.48M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$16.7M
2
+$10.6M
3
+$4.37M
4
DKNG icon
DraftKings
DKNG
+$1.63M
5
AG icon
First Majestic Silver
AG
+$1.58M

Sector Composition

1 Technology 15.18%
2 Healthcare 5.22%
3 Financials 3.96%
4 Consumer Discretionary 3.22%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.2M 9.56%
435,641
+17,385
2
$32.2M 9.01%
437,078
+20,064
3
$24.6M 6.87%
329,388
-141,464
4
$19.5M 5.45%
57,952
+3,088
5
$15.2M 4.24%
85,515
+7,114
6
$13.4M 3.75%
215,075
-4,323
7
$11M 3.06%
277,596
+9,356
8
$8.82M 2.46%
167,373
-29,078
9
$8.74M 2.44%
94,190
-47,095
10
$8.28M 2.31%
138,346
-278,522
11
$8.15M 2.28%
45,560
+1,133
12
$6.43M 1.8%
115,713
-1,248
13
$6.31M 1.76%
22,402
-3,204
14
$6.11M 1.71%
12,868
-1,140
15
$5.74M 1.6%
18,775
-67
16
$5.7M 1.59%
119,828
+11,541
17
$5.28M 1.48%
67,116
18
$5.13M 1.43%
215,750
-13,845
19
$4.47M 1.25%
39,224
-1,738
20
$4.44M 1.24%
92,894
+2,882
21
$4.03M 1.13%
119,753
22
$3.86M 1.08%
109,377
-6,254
23
$3.83M 1.07%
17,239
+562
24
$3.81M 1.06%
26,300
+1,960
25
$3.64M 1.02%
73,950
+12,150
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